NIFTY AUTO

Index type: Equity Mean-Variance Ratio (MVR): 2.06 Weighted mean CAGR by duration: 14.19 Mean CAGR: 14.86 Standard deviation CAGR: 7.21 Range for CAGR: 20.89

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -14.66 40.82 8.34 7.85
3 year 18.95 43.06 28.11 28.74
5 year -1.77 38.01 10.86 13.59
7 year 5.40 20.18 11.10 11.41
10 year 11.49 13.91 12.70 12.70

Rolling return for 1 year

Average return: 7.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.46 26.52 38.55 9.09 10.72 23.41 03-2025 03-2026
26.73 21.05 40.82 8.94 11.46 24.38 02-2025 02-2026
19.85 20.71 33.63 8.26 8.98 20.61 01-2025 01-2026
20.12 17.68 25.52 12.62 4.64 18.98 12-2024 12-2025
16 14.8 22.83 8.42 5.11 15.51 11-2024 11-2025
13.33 0.93 18.12 -3.17 8.71 7.3 10-2024 10-2025
-0.76 0.11 10.06 -9.74 7.01 -0.08 09-2024 09-2025
-4.44 -4.99 4.6 -13.2 6.3 -4.51 08-2024 08-2025
-4.4 -9.61 -1.01 -12.7 4.53 -6.93 07-2024 07-2025
4.04 -7.11 9.61 -11.83 8.55 -1.32 06-2024 06-2025
1.09 0.56 10.09 -7.66 6.28 1.02 05-2024 05-2025
-8.65 -0.22 6.81 -14.66 8.16 -4.18 04-2024 04-2025

Rolling return for 3 year

Average return: 28.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.51 28.87 32.92 22.66 3.72 27.74 03-2023 03-2026
27.31 28.62 31.86 24.18 2.75 27.99 02-2023 02-2026
28.04 29.76 32.77 25.14 2.77 28.93 01-2023 01-2026
30.55 28.52 32.48 26.65 2.18 29.55 12-2022 12-2025
27.55 27.13 30 24.73 1.87 27.35 11-2022 11-2025
28.64 26.88 30.43 25.14 1.97 27.77 10-2022 10-2025
26.44 27.36 30.88 23.04 2.79 26.93 09-2022 09-2025
22.86 24.26 26.61 20.58 2.19 23.58 08-2022 08-2025
26.6 24.05 28.08 22.62 2.13 25.34 07-2022 07-2025
28.96 26.55 31.22 24.37 2.57 27.78 06-2022 06-2025
30.05 27.43 33.8 23.86 3.63 28.79 05-2022 05-2025
22.64 26 29.2 19.6 3.6 24.36 04-2022 04-2025
29.79 27.24 33.78 23.45 3.76 28.57 03-2022 03-2025
24.74 26.2 31.19 20 3.99 25.53 02-2022 02-2025
25.68 26.59 30.02 22.37 2.72 26.16 01-2022 01-2025
30.16 28.85 32.99 26.11 2.48 29.53 12-2021 12-2024
29.44 25.93 32.39 23.12 3.5 27.72 11-2021 11-2024
30.63 31.35 37.66 24.64 4.61 31.07 10-2021 10-2024
36.15 36.7 40.52 32.45 2.86 36.45 09-2021 09-2024
36.1 37.29 40.53 32.96 2.71 36.72 08-2021 08-2024
35.01 35.32 39.16 31.28 2.79 35.19 07-2021 07-2024
29.13 33.54 36.46 26.37 3.89 31.38 06-2021 06-2024
32.29 31.49 36.34 27.58 3.11 31.93 05-2021 05-2024
31.28 30.93 34.29 28 2.23 31.12 04-2021 04-2024
27.84 25.93 31.03 22.86 2.97 26.91 03-2021 03-2024
25.52 23.37 28.9 20.14 3.19 24.48 02-2021 02-2024
25.34 21.33 27.85 18.95 3.45 23.37 01-2021 01-2024
26.51 25.56 29.9 22.29 2.71 26.06 12-2020 12-2023
27.17 25.15 31.77 20.78 3.95 26.22 11-2020 11-2023
26.8 26.36 29.31 23.91 1.92 26.59 10-2020 10-2023
28.42 26.51 31.04 23.98 2.59 27.49 09-2020 09-2023
27.92 24.35 29.84 22.52 2.88 26.16 08-2020 08-2023
30.83 28.7 33.4 26.22 2.65 29.79 07-2020 07-2023
32.62 29.84 35.71 26.89 3.27 31.27 06-2020 06-2023
34.94 31.84 38.82 28.15 3.93 33.44 05-2020 05-2023
39.75 30.62 43.06 27.6 6.35 35.26 04-2020 04-2023

Rolling return for 5 year

Average return: 13.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.2 20.9 23.82 17.37 2.29 20.57 03-2021 03-2026
21.66 21.03 24.26 18.51 2.05 21.37 02-2021 02-2026
23.22 22.03 25.93 19.41 2.34 22.65 01-2021 01-2026
25.9 24.45 27.01 23.36 1.39 25.18 12-2020 12-2025
27.88 25.41 29.35 23.98 2.09 26.66 11-2020 11-2025
27.89 27.18 28.95 26.13 1.03 27.54 10-2020 10-2025
27.57 27.52 30.24 24.91 1.88 27.56 09-2020 09-2025
26.47 25.49 28.78 23.24 1.99 25.99 08-2020 08-2025
28.41 26.55 29.3 25.67 1.44 27.48 07-2020 07-2025
30.42 28.33 31.78 27 1.84 29.38 06-2020 06-2025
32.91 31.08 35.2 28.86 2.33 32.01 05-2020 05-2025
33.76 30.68 38.01 26.66 4.16 32.28 04-2020 04-2025
35.28 25.67 37.76 23.41 6.11 30.53 03-2020 03-2025
24.34 23.72 28.16 20.03 2.88 24.06 02-2020 02-2025
22.55 23.36 25.06 20.87 1.51 22.96 01-2020 01-2025
23.67 23.53 25.28 21.95 1.18 23.61 12-2019 12-2024
23.23 23.32 24.91 21.67 1.15 23.28 11-2019 11-2024
26.1 26.21 30.13 22.3 2.77 26.18 10-2019 10-2024
30.15 28.39 32.64 25.98 2.44 29.29 09-2019 09-2024
29.44 30.19 31.95 27.71 1.52 29.82 08-2019 08-2024
29.47 27.04 31.84 24.75 2.65 28.27 07-2019 07-2024
23.32 25.47 27.47 21.39 2.28 24.41 06-2019 06-2024
22.93 23.06 25.18 20.85 1.53 23.01 05-2019 05-2024
20.58 20.1 22.24 18.47 1.34 20.35 04-2019 04-2024
19.62 19.49 21.4 17.73 1.3 19.56 03-2019 03-2024
19.07 18.93 20.99 17.05 1.39 19.01 02-2019 02-2024
17.62 15.81 19.03 14.44 1.74 16.73 01-2019 01-2024
14.86 14.34 16.69 12.54 1.48 14.61 12-2018 12-2023
12.47 13.48 14.9 11.09 1.39 12.99 11-2018 11-2023
13.09 11.48 14.42 10.18 1.6 12.29 10-2018 10-2023
10.62 8.44 11.97 7.13 1.88 9.54 09-2018 09-2023
7.17 7.32 8.13 6.37 0.62 7.25 08-2018 08-2023
7.21 7.17 8.46 5.93 0.89 7.19 07-2018 07-2023
5.95 6.06 7.43 4.61 1 6.01 06-2018 06-2023
4.3 4.01 6.09 2.25 1.36 4.16 05-2018 05-2023
2.46 2.46 3.91 1.03 1.02 2.46 04-2018 04-2023
2.42 3.06 4.34 1.17 1.14 2.75 03-2018 03-2023
3.08 2.89 4.63 1.37 1.15 2.99 02-2018 02-2023
1.63 2.08 3.04 0.68 0.85 1.86 01-2018 01-2023
1.99 1.89 3.86 0.05 1.35 1.95 12-2017 12-2022
2.73 3.29 4.11 1.92 0.8 3.01 11-2017 11-2022
2.63 3.26 4.34 1.57 1 2.95 10-2017 10-2022
3.21 3.65 4.91 1.97 1.05 3.44 09-2017 09-2022
3.99 3.47 5.17 2.31 1.03 3.74 08-2017 08-2022
1.87 2.7 3.85 0.75 1.13 2.29 07-2017 07-2022
0.41 1.5 2.62 -0.68 1.23 0.96 06-2017 06-2022
0 1.36 2.97 -1.56 1.67 0.69 05-2017 05-2022
1.37 1.87 2.91 0.35 0.92 1.62 04-2017 04-2022
-0.82 1.23 2.2 -1.77 1.58 0.21 03-2017 03-2022
2.09 3.01 4.49 0.64 1.4 2.56 02-2017 02-2022
3.86 3.46 5.54 1.82 1.32 3.67 01-2017 01-2022
2.97 3.67 4.94 1.72 1.17 3.33 12-2016 12-2021
3.83 3.64 6.99 0.57 2.27 3.76 11-2016 11-2021
1.12 2.89 4 0.03 1.54 2.01 10-2016 10-2021
0.28 0.71 1.95 -0.95 1.04 0.5 09-2016 09-2021
0.89 0.8 2.31 -0.6 1.03 0.85 08-2016 08-2021
2.49 2.6 4.23 0.9 1.18 2.56 07-2016 07-2021
4.25 4.21 5.61 2.87 0.97 4.24 06-2016 06-2021
3.45 3.88 5.72 1.65 1.45 3.67 05-2016 05-2021
3.68 3.42 5.27 1.86 1.21 3.56 04-2016 04-2021

Rolling return for 7 year

Average return: 11.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.66 17.81 19.16 15.35 1.41 17.25 03-2019 03-2026
18.22 18.55 20.01 16.78 1.15 18.39 02-2019 02-2026
18.32 17.85 20.18 16.03 1.48 18.09 01-2019 01-2026
17.66 16.69 18.41 15.96 0.93 17.18 12-2018 12-2025
16.95 16.87 17.91 15.92 0.7 16.91 11-2018 11-2025
17.56 16.07 18.25 15.39 1.14 16.82 10-2018 10-2025
14.9 13.97 16.61 12.29 1.56 14.44 09-2018 09-2025
11.82 12.67 13.27 11.22 0.78 12.25 08-2018 08-2025
11.98 11.58 12.53 11.02 0.55 11.78 07-2018 07-2025
11.63 11.44 12.46 10.61 0.66 11.54 06-2018 06-2025
11.06 10.84 12.42 9.5 1.04 10.96 05-2018 05-2025
8.51 9.85 10.96 7.43 1.33 9.19 04-2018 04-2025
9.69 10.15 11.12 8.73 0.86 9.92 03-2018 03-2025
9.56 10.62 11.95 8.26 1.36 10.1 02-2018 02-2025
9.6 10.45 11.2 8.86 0.88 10.03 01-2018 01-2025
10.75 10.26 11.77 9.25 0.91 10.51 12-2017 12-2024
10.77 11.22 11.85 10.15 0.62 11 11-2017 11-2024
11.47 13.16 14.01 10.65 1.33 12.32 10-2017 10-2024
13.22 13.78 14.77 12.25 0.91 13.5 09-2017 09-2024
13.05 13.29 14.61 11.74 1.02 13.17 08-2017 08-2024
12.84 13.41 14.31 11.94 0.86 13.12 07-2017 07-2024
11.21 12.99 13.87 10.35 1.39 12.11 06-2017 06-2024
11.75 11.93 13.2 10.49 0.96 11.84 05-2017 05-2024
11.64 11.92 12.73 10.83 0.68 11.78 04-2017 04-2024
11.08 11.49 12.26 10.32 0.7 11.29 03-2017 03-2024
10.59 10.72 11.86 9.47 0.85 10.66 02-2017 02-2024
10.36 9.73 11.3 8.8 0.91 10.05 01-2017 01-2024
10.12 10.4 11.37 9.16 0.79 10.26 12-2016 12-2023
8.98 8.16 10.65 6.53 1.49 8.58 11-2016 11-2023
6.87 6.94 7.76 6.04 0.61 6.9 10-2016 10-2023
6.87 6.85 7.8 5.93 0.66 6.86 09-2016 09-2023
7.22 6.77 7.91 6.09 0.66 7 08-2016 08-2023
7.94 7.63 8.84 6.73 0.75 7.79 07-2016 07-2023
7.93 7.96 9 6.9 0.74 7.95 06-2016 06-2023
7.35 7.3 8.66 6 0.94 7.33 05-2016 05-2023
6.74 6.46 7.82 5.4 0.86 6.61 04-2016 04-2023
6.62 7.01 8.05 5.6 0.88 6.82 03-2016 03-2023

Rolling return for 10 year

Average return: 12.7
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.24 13.15 13.91 11.49 0.91 12.7 03-2016 03-2026